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Broker Connectivity Upload | Tips

Uploading Property and Auto New Business is the most efficient and secure way to send New Business to Pembridge.

To reduce misquotes, limit Binding and Suspending, and minimize delays in processing, there is valuable information to include when uploading. Here’s an easy-to-follow checklist.

Occupation Details

If applicable, and to ensure the occupation discount is applied, include the occupation for both the Insured and Co-Insured.

Property: Yes
Auto: No

Date of Birth

Include for both the Insured and Co-Insured. Please be sure to complete the appropriate fields in your BMS to capture the information. The screens and fields for each BMS are included in the Upload Guides.

Property: Yes
Auto: No
 

Prior Carrier Information

Include the Company Code, policy number and expiry date.

Property: Yes
Auto: Yes
 

Mortgagee Details

Complete the full name, address, and nature of interest; otherwise, the mortgagee details will not come through on upload.

Property: Yes
Auto: Yes

Lienholder or Lessor Details

Complete the name, full address and nature of interest.

Property: No
Auto: Yes

Remarks

Any remarks entered in your BMS with come over as a policy memo. Requirements for Remarks are included in the

Upload Guide to help with speedy issuance of the policy

Property: Yes
Auto: Yes

For additional information, we invite you to visit our Broker Connectivity resources located in the Broker Connectivity tab under the Business Centre.